-58.2%
WU vs SOXQ
+279.9%
-338.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | -0.3% |
| 7D | -5.0% | +2.3% | -7.3% | -5.3% |
| 30D | -2.3% | -3.9% | +1.6% | -1.7% |
| 3M | -3.2% | -4.7% | +1.5% | -3.4% |
| 6M | -25.0% | +47.9% | -72.9% | -31.8% |
| YTD | -21.7% | +64.3% | -86.0% | -30.4% |
| 1Y | -9.0% | +95.7% | -104.7% | -22.4% |
| 3Y | -28.9% | +231.5% | -260.4% | -48.7% |
| 5Y | -51.0% | +255.0% | -306.0% | -68.3% |
| All | -58.2% | +279.9% | -338.1% | -72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SOXQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling